View or create an interaction for a supplier
Typically, an interaction record is automatically created when you accept a chat through the chat queue in the Source-to-Pay Workspace. However, you can also manually create an interaction from the list page of the Source-to-Pay Workspace. You can link an interaction record to an existing supplier case or can assign a task, which needs a supplier manager's involvement for investigation.
Before you begin
Role required: sn_slm.owner
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Select the list icon (
List icon.\) to open the List page.
Navigate to All work > Interactions
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | System-generated, unique interaction number. |
| Type | Type of channel used for communication. - Chat - Messaging - Phone - Video |
| Assigned to | The agent to whom the interaction record is assigned. |
| Supplier | Name of the supplier company the supplier contact belongs to. |
| Supplier contact | Name of the supplier contact who initiated the interaction. |
| Short description | Brief description of the interaction. |
| Work notes | Additional information or comments added to the interaction. |
- Select Save.
Selected button to save the Interaction form.
Result
The interaction record is created and linked to an existing supplier case or task, which needs a supplier manager's involvement for investigation.
Parent Topic:Interaction Management in Supplier Lifecycle Operations
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